Category Archives: Microsoft Wave 2

How to bookmark activities on the timeline in Dynamics 365 CRM

Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks… Read More »

Create a Journey with Copilot in Dynamics 365 Marketing (Customer Insights – Journeys)

In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 2. Anyone can now quickly construct customer journeys with Dynamics 365 Marketing (Customer Insights–Journeys), including those who have never done it before. The journey will be built for you by Copilot’s generative AI if you just describe… Read More »

Microsoft Dynamics 365 2023 release wave 1: Automate the addition of columns in Forms and Views

In the new Microsoft Dynamics 365 2023 release wave 1, the “Update forms and views” feature has been introduced that allows users to add table columns to the selected forms and views automatically using the table designer and table hub. One of the biggest friction points for Microsoft Dataverse is the inability to automatically update… Read More »

2021 Release Wave 2 Updates to Business Units, Security Roles and Users in Dynamics 365 CRM and Dataverse

Introduction: Power Platform security framework has received an update in the latest 2021 Release Wave 2 that is currently shipping across geos. Security framework has not seen much change in recent times with last change being introducing hierarchy security if I remember well. The security framework in Dynamics 365 CRM or Power Platform comprises of… Read More »

Enhancements in Sales Accelerator using Adaptive Sequences

Introduction: In Dynamics 365 2021 release wave2, you will notice there are many enhancements added to the Sales Accelerator. One of which we came across is Adaptive Sequences. In the previous blog, we have already seen configuration of sales accelerator and steps for creating sequences (at that time this feature was in preview). Now, first… Read More »

Outlook style preview panes now possible using Side Panes with Power Platform Wave 2 2021 Release

Introduction The release of Power Platform Wave 2 2021 has brought in some amazing features and functionalities. One of which is the Side Panes and the ability to incorporate multiple panels in it. In the earlier article we discussed how the panels are now capable of displaying entity forms, lists and even web resources and… Read More »

Exclusive sneak peek at the new multi-tab Panel (Side Panes)

Introduction The release of Power Platform Wave 2 2021 has brought in some amazing features and functionalities. One of which is the Side Panes and the ability to incorporate multiple panels in it. Earlier we had the provision to open a single panel using the method below Xrm.Panel.loadPanel(URL, title) Although this was an intuitive addition… Read More »